IFP Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Buy |
2,504
+39
| +2% | +$8.36K | 0.02% | 805 |
|
|
2025
Q1 | $432K | Buy |
2,465
+833
| +51% | +$146K | 0.01% | 824 |
|
|
2024
Q4 | $380K | Buy |
1,632
+574
| +54% | +$134K | 0.01% | 841 |
|
|
2024
Q3 | $286K | Sell |
1,058
-42
| -4% | -$11.4K | 0.01% | 923 |
|
|
2024
Q2 | $275K | Sell |
1,100
-3,654
| -77% | -$913K | 0.01% | 882 |
|
|
2024
Q1 | $1.7M | Buy |
4,754
+310
| +7% | +$111K | 0.07% | 288 |
|
|
2023
Q4 | $1.82M | Buy |
4,444
+2,950
| +197% | +$1.21M | 0.09% | 258 |
|
|
2023
Q3 | $517K | Buy |
1,494
+389
| +35% | +$135K | 0.02% | 578 |
|
|
2023
Q2 | $454K | Sell |
1,105
-127
| -10% | -$52.2K | 0.02% | 690 |
|
|
2023
Q1 | $57.3K | Sell |
1,232
-622
| -34% | -$28.9K | ﹤0.01% | 1507 |
|
|
2022
Q4 | $149K | Buy |
1,854
+94
| +5% | +$7.55K | ﹤0.01% | 1510 |
|
|
2022
Q3 | $155K | Buy |
1,760
+395
| +29% | +$34.8K | ﹤0.01% | 1565 |
|
|
2022
Q2 | $118K | Hold |
1,365
| – | – | ﹤0.01% | 1585 |
|
|
2022
Q1 | $118K | Buy |
1,365
+1,096
| +407% | +$94.7K | ﹤0.01% | 1585 |
|
|
2021
Q4 | $145K | Sell |
269
-6
| -2% | -$3.23K | ﹤0.01% | 1091 |
|
|
2021
Q3 | $127K | Buy |
275
+4
| +1% | +$1.85K | ﹤0.01% | 1146 |
|
|
2021
Q2 | $98K | Hold |
271
| – | – | ﹤0.01% | 1256 |
|
|
2021
Q1 | $76K | Buy |
+271
| New | +$76K | ﹤0.01% | 1281 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3593 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3468 |
|
|
2020
Q2 | – | Sell |
-90
| Closed | -$12K | – | 3315 |
|
|
2020
Q1 | $12K | Sell |
90
-86
| -49% | -$11.5K | ﹤0.01% | 1687 |
|
|
2019
Q4 | $24K | Sell |
176
-425
| -71% | -$58K | ﹤0.01% | 1541 |
|
|
2019
Q3 | $69K | Buy |
+601
| New | +$69K | ﹤0.01% | 1221 |
|
|
2019
Q1 | $56K | Sell |
388
-532
| -58% | -$76.8K | 0.01% | 920 |
|
|
2018
Q4 | $74K | Buy |
920
+795
| +636% | +$63.9K | ﹤0.01% | 1359 |
|
|
2018
Q3 | $10K | Sell |
125
-330
| -73% | -$26.4K | ﹤0.01% | 2824 |
|
|
2018
Q2 | $23K | Buy |
+455
| New | +$23K | ﹤0.01% | 2349 |
|
|
2016
Q2 | – | Sell |
-388
| Closed | -$56K | – | 4048 |
|
|
2016
Q1 | $56K | Buy |
+388
| New | +$56K | 0.01% | 920 |
|